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    • Help customers achieve their home ownership and financing goals through trusted mortgage solutions.
    • Possess relevant experience in mortgage, secured lending, or…
    • View all OCBC Bank jobs - Singapore jobs - Direct Sales Representative jobs in Singapore
    • Salary Search: Mortgage - Direct Sales salaries in Singapore
    • See popular questions & answers about OCBC Bank
    • Aside from commitment, being dedicated and looking to grow are just part of what you need to excel here at one of Singapore's most successful mortgage practices…
    • No prior mortgage, banking, or sales experience required.
    • A close-up seat with our founder at Singapore's fastest-growing mortgage platform.
    • This opportunity is suited to individuals who are looking to build a career beyond a conventional mortgage sales position and are interested in combining…
    • Communicate effectively with solicitors, valuers, branches, contact centers, Mortgage Specialist Centers, and other departments regarding mortgage-related…
    • Proven track record in mortgage sales.
    • Providing expert advice on mortgage products and services.
    • Managing a portfolio of high-value mortgage customers.
    • Ability to hold in depth conversations with customers regarding mortgage related matters.
    • Provide accurate and relevant advice and solution to existing mortgage…
    • Expertise in fixed income securities, including government bonds, corporate bonds, and mortgage-backed securities.
    • Perform ad hoc analysis as requested.
    • Strategic Partnerships: We are proud to collaborate with leading banking institutions, facilitating joint events and providing mortgage referrals that enhance…
    • Good understanding of financing,mortgage structures, and investment concepts relevant to property purchases.
    • Ltd. is a wholly-owned subsidiary of IOI Properties…
    • Of course, being dedicated and growth-oriented are just part of what you need to excel here at one of Singapore's most successful mortgage practices.
    • Compare mortgage options and recommend the most suitable solutions.
    • Minimum 5 years of relevant experience in mortgage sales.
    • Play to win as a team.
    • Strategic Partnerships: We are proud to collaborate with leading banking institutions, facilitating joint events and providing mortgage referrals that enhance…
    • Evaluate mortgage arrangements for potential savings or refinancing opportunities.
    • As a Portfolio Optimisation Consultant, your role is to work directly with…
    • Strategic Partnerships: We are proud to collaborate with leading banking institutions, facilitating joint events and providing mortgage referrals that enhance…

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mortgage advisor
Mortgage - Direct Sales
Singapore
Full-time

Job details

Pay information not provided
Professional development, Professional development assistance
Full-time
Singapore

Full job description

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Why join
Help customers achieve their home ownership and financing goals through trusted mortgage solutions. As a Mortgage - Direct Sales specialist, you will manage internally generated leads and play a key role in converting customer enquiries into successful mortgage outcomes. This is a rewarding role for individuals who are sales-driven, customer-focused, and motivated to deliver strong results within defined service standards and turnaround timelines, while upholding high service and compliance standards.


How you succeed
You succeed by taking a disciplined, customer-centric approach to lead management. By responding promptly to internal leads within agreed SLAs / turnaround time, delivering quality customer engagements, and maintaining strong follow-up practices, you build trust and guide customers confidently towards closure which maximises conversion opportunities. Building effective internal partnerships, exercising sound judgement in prioritising leads, and consistently delivering professional, compliant sales interactions will be critical to your success. Performance will be measured by lead turnaround time, conversion ratio, and achievement of sales targets.


What you do

  • Manage and follow up on internal leads from various sources, including call centre enquiries, staff loan applications, online lead forms, and other internal channels.

  • Qualify and nurture leads with quick turnaround time and within SLA requirements to maximise conversion rates.

  • Coordinate with internal stakeholders such as the Call Centre, HR (for staff loans), and CCU to ensure smooth lead referral and timely follow-up.

  • Maintain accurate and comprehensive records of customer interactions and lead progress in the CRM system.

  • Provide feedback to internal teams on lead quality and customer insights to continuously improve lead generation processes.

  • Ensure full compliance with bank policies and regulatory requirements when handling customer and staff-related information.

  • Effectively prioritise and manage multiple leads while maintaining high standards of customer service and professionalism.

  • Drive sales performance through consistent follow-up, quality customer calls, and effective closure techniques.

  • Achieve and exceed sales targets, with performance measured by conversion ratio and overall sales outcomes.

  • Support selected internal servicing cases, such as internal restructuring cases.

Who you are

  • Possess a university degree, preferably with a background in finance, business, or a related discipline.

  • Possess relevant experience in mortgage, secured lending, or direct sales, with a demonstrated sales track record.

  • Are sales-driven, motivated, and results-oriented, with strong follow-up discipline and accountability for outcomes.

  • Demonstrate strong communication and interpersonal skills, with the ability to engage customers professionally and confidently.

  • Are well-organised and able to manage multiple priorities in a fast-paced environment.

  • Are able to work independently while collaborating effectively with internal stakeholders.

  • Are committed to delivering quality customer interactions while adhering to compliance and risk standards.

What we offer:


Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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